Financial Consultant

6 days ago


Cincinnati, Ohio, United States Charles Schwab Full time
Unlock Your Potential as a Financial Consultant at Charles Schwab

At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.

As a key member of our branch team, you'll provide clients with expert financial guidance, wealth management, and investment advice. You'll also have the opportunity to grow your practice through client asset consolidation, networking, and referrals.

To succeed in this role, you'll need a valid and active FINRA Series 7 license, as well as the ability to build strong relationships, engage clients, and communicate effectively. You'll also need to be open to adapting to changing market conditions and implementing new strategies to help clients achieve their goals.

What We Offer

As a Financial Consultant at Charles Schwab, you'll enjoy a competitive benefits package, including:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

We're committed to your professional development and offer a supportive culture that empowers you to make a positive impact in the finance industry.

By joining our team, you'll be part of a purpose-driven organization that's dedicated to helping clients own their financial futures. Apply now to take the first step towards a rewarding career as a Financial Consultant at Charles Schwab.


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